SiS Technical Training Development Track Day 8

Agenda  Quick Overview of PeopleSoft Security  Understand Permission Lists, Roles, User and Tree Security  Quick Overview of PS Query and BI Publisher

PeopleSoft Security Overview: Because deploying your applications to the internet significantly increases the number of potential users your system must accommodate, you need an efficient method of granting authorization to different user types. PeopleSoft security definitions provide a modular means to apply security attributes in a scalable manner. The three main PeopleSoft security definition types are: User Profiles. Roles. Permission Lists.

PeopleSoft Security User Profiles: User profiles define individual PeopleSoft users. Each user has an individual user profile, which in turn is linked to one or more roles. You add one or more permission lists, which ultimately control what a user can and cannot access, to each role. Roles: Roles are intermediate objects that link user profiles to permission lists. You can assign multiple roles to a user profile, and you can assign multiple permission lists to a role. Some examples of roles might be Employee, Manager, Customer, Vendor, and Student.

PeopleSoft Security Permission Lists: Permission lists are groups of authorizations that you assign to roles. Permission lists store sign-in times, page access, PeopleTools access etc. There are some standard delivered permission lists which are to be included in the role.

PeopleSoft Security

PS Query and BI Publisher PS Query: PeopleSoft Query is an end user reporting tool. With PeopleSoft Query, you can extract the precise information that you are looking for by using visual representations of your PeopleSoft database, without writing SQL statements. Users can design and run queries using any supported web browser. BI Publisher for PeopleSoft: Oracle provides a standalone Java-based reporting technology named BI Publisher (BIP) that streamlines report and form generation. BIP provides the ability to design and create report layout templates with the more common desktop applications of Microsoft Word and Adobe Acrobat, and renders XML data based on those templates. Can generate in PDF, RTF, Excel, HTML formats.

PS Query and BI Publisher Steps for Report Writing: Make a query using the Query Manager. Navigation: Reporting Tools> Query> Query Manager Create a Data Source of the newly generated Query. Navigation: Reporting Tools> BI Publisher> Data Source Create a new template for report and make a report definition. Navigation: Reporting Tools> BI Publisher> Report Definition Run and view the real time report. Navigation: Reporting Tools> BI Publisher> Query Report Viewer

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